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Rothschild Investment LLC’s Curtiss-Wright CW Stock Holding History

Rothschild Investment LLC’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$818K Buy
1,079
+744
+222% +$545K 0.03% 466
2026
Q1 		$228K Buy
335
+88
+36% +$58.5K 0.01% 623
2025
Q4 		$136K Buy
247
+38
+18% +$21.2K 0.01% 735
2025
Q3 		$113K Buy
209
+201
+2,513% +$99K 0.01% 766
2025
Q2 		$3.91K Buy
8
+5
+167% +$1.97K ﹤0.01% 1630
2025
Q1 		$952 Buy
3
+2
+200% +$675 ﹤0.01% 2370
2024
Q4 		$355 Hold
1
– – ﹤0.01% 2654
2024
Q3 		$329 Buy
+1
New +$296 ﹤0.01% 2585

Other funds holding CW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rothschild Investment LLC's CW Position: Q2 2026 in Review

Rothschild Investment LLC increased its Curtiss-Wright (CW) stake by 222% in Q2 2026, buying an estimated $545K and bringing the position to 1,079 shares worth $818K. The position accounts for 0.03% of the portfolio, ranked #466.

Rothschild Investment LLC first reported a position in CW in Q3 2024 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Rothschild Investment LLC held 1,079 shares of Curtiss-Wright worth $818K as of Q2 2026.
  • Rothschild Investment LLC bought 744 Curtiss-Wright shares in Q2 2026, an estimated $545K.
  • Curtiss-Wright made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #466 holding.
  • Rothschild Investment LLC first reported a position in Curtiss-Wright in Q3 2024 and has held it in 8 quarters since.
  • 453 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.